Google (GOOGL): FY25 Q2 earnings call, Jul 23, 2025
On its Jul 23, 2025 earnings call (FY25 Q2), Google said 9 of the 19 words Kalshi and Polymarket listed; Parrot’s count agreed with all 19 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
19 words · 9 settled yes · our count agreed on 19 of 19- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| AI / Artificial Inteligence | Yes | 75 | 84 | ✓ | 96%transcripts from the transcript model | – |
| Cloud | Yes | 29 | 34 | ✓ | 97%n=1+tx from settlement history blended with transcripts | – |
| Gemini | Yes | 20 | 24 | ✓ | 96%transcripts from the transcript model | – |
| Subscription | Yes | 17 | 23 | ✓ | 94%n=1+tx from settlement history blended with transcripts | – |
| Waymo | Yes | 6 | 6 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Operating Margin | Yes | 5 | 5 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Data Center | Yes | 4 | 4 | ✓ | 91%n=1+tx from settlement history blended with transcripts | – |
| Youtube Shorts | Yes | 3 | 3 | ✓ | 76%n=1+tx from settlement history blended with transcripts | – |
| Pixel | Yes | 1 | 1 | ✓ | 86%n=1+tx from settlement history blended with transcripts | – |
| DeepMind / Deep Mind | No | 0 | 0 | ✓ | 78%n=1+tx from settlement history blended with transcripts | – |
| DeepMind | No | 0 | 0 | ✓ | 72%transcripts from the transcript model | – |
| Privacy | No | 0 | 0 | ✓ | 46%n=1+tx from settlement history blended with transcripts | – |
| Regulator / Regulation / Regulatory | No | 0 | 0 | ✓ | 43%n=1+tx from settlement history blended with transcripts | – |
| Quantum | No | 0 | 0 | ✓ | 31%n=1+tx from settlement history blended with transcripts | – |
| Search Advertising | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Antitrust | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| EU / European Union | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Family Link | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Wiz | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “AI Mode”; 5 quoted, at least 25 words apart.
…delivered double-digit revenue growth. Our new Search features continue to perform well. AI Mode has launched in the U.S. and India and is going well,…
…was most pronounced among younger users. Our new end-to-end AI search experience, AI Mode continues to receive very positive feedback, particularly for longer and more…
…processed. Search revenues are seeing healthy growth with features like AI Overviews, AI Mode and Lens, offering new ways for users to access the information.…
…term. But just like we are doing with AI Overviews and with AI Mode over time, we'll be able to bring very, very good commercial…
…our consumer experience. That's one. And secondly, how does Google Search with AI Mode usage different -- differs, sorry, versus Gemini stand-alone apps. So I'm…
Where the listed words were said
…more than $50 billion. We are seeing significant demand for our comprehensive AI product portfolio. Of course, this is all possible because of the long-term…
…infrastructure. We operate the leading global network of AI-optimized data centers and cloud regions. We also offer the industry's widest range of TPUs and GPUs…
…world-class AI research, including models and tooling. We continue to expand our Gemini 2.5 family of hybrid reasoning models, which provide industry-leading performance in nearly…
…moment. We continue to see strong performance in YouTube as well as subscriptions, reflecting great momentum across these high-growth businesses. In the U.S., shorts now…
…and Ultra plans. Now some key highlights from Search, Cloud, YouTube and Waymo for the quarter. First up, this is an incredibly exciting moment for…
…promotional expenses. Operating income increased 14% this quarter to $31.3 billion and operating margin was 32.4%. Operating margin benefited from strong revenue growth and continued…
…technical infrastructure with approximately 2/3 of investments in servers and 1/3 in data centers and networking equipment. In Q2, we returned capital to shareholders through…
…sports to shorts, we now average over 200 billion daily views on YouTube Shorts. AI is helping improve our recommendations and auto dubbing, which translates…
…reflect the expense associated with the upcoming August launch of the new Pixel family of products. In conclusion, as you heard from Sundar and Philipp,…
Agents: this page as TSV at /api/v1/appearances/google:2025-07-23:earnings_call · words: /api/v1/brief?appearance=google:2025-07-23:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP